Anic Equity¶
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Total return since start: 0.553 %¶
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Equity now: -----------------------------> 47430.61 Kr¶
Max Equity ever reached: ------------> 48629.89 Kr¶
Portfolio value: --------------------------> 46032.59 Kr¶
PnL: ---------------------------------------> -855.98 Kr¶
DD now: ---------------------------------> -2.466 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-01-30 12:25:09.107188'
Anic Portfolio¶
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 50 | -1.270000 | 3100.000000 | 173.000000 | 5.910000 | 2927.000000 |
| HMS Networks | 2 | -0.460000 | 776.400000 | 103.400000 | 15.360000 | 673.000000 |
| Nordea Bank Abp | 29 | 0.380000 | 3528.140000 | 74.140000 | 2.150000 | 3453.999992 |
| HEBA B | 70 | -3.860000 | 2702.000000 | 66.000000 | 2.500000 | 2636.000010 |
| MedCap | 2 | -0.210000 | 466.000000 | 45.000000 | 10.690000 | 421.000000 |
| SAAB B | 8 | -0.020000 | 3419.200000 | 42.200000 | 1.250000 | 3377.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | -6.050000 | 383.700000 | 28.700000 | 8.080000 | 355.000000 |
| Resurs Holding | 22 | -1.410000 | 601.480000 | 27.480000 | 4.790000 | 573.999998 |
| AcadeMedia | 12 | 0.750000 | 583.680000 | 26.680000 | 4.790000 | 557.000004 |
| Swedbank A | 3 | -0.310000 | 587.550000 | 23.550000 | 4.180000 | 564.000000 |
| OEM International B | 7 | -0.130000 | 546.700000 | 18.700000 | 3.540000 | 527.999997 |
| Fastighetsbolag. Emilshus Pref | 21 | 0.730000 | 579.600000 | 17.600000 | 3.130000 | 562.000005 |
| Eastnine | 4 | 0.160000 | 506.400000 | 15.400000 | 3.140000 | 491.000000 |
| Intrum | 4 | -1.310000 | 540.800000 | 13.800000 | 2.620000 | 527.000000 |
| Norva24 Group | 16 | -0.570000 | 556.800000 | 13.800000 | 2.540000 | 543.000000 |
| Securitas B | 6 | -2.140000 | 575.400000 | 5.400000 | 0.950000 | 570.000000 |
| Karnov Group | 9 | -0.990000 | 540.000000 | 4.000000 | 0.750000 | 536.000004 |
| Corem Property Group B | 59 | -5.340000 | 580.860000 | 3.860000 | 0.670000 | 576.999999 |
| Creaspac SPAC | 6 | -0.410000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Samhällsbyggnadsbo. i Norden D | 12 | -3.920000 | 246.960000 | 0.960000 | 0.390000 | 246.000000 |
| Coor Service Management Hold. | 8 | -1.480000 | 532.800000 | 0.800000 | 0.150000 | 532.000000 |
| Handelsbanken A | 5 | 0.420000 | 542.500000 | -3.500000 | -0.640000 | 546.000000 |
| Midsona B | 63 | -0.670000 | 563.850000 | -19.150000 | -3.280000 | 582.999984 |
| Boozt | 12 | -2.230000 | 1633.200000 | -20.800000 | -1.260000 | 1653.999996 |
| International Petroleum Corp. | 5 | -2.000000 | 562.500000 | -32.070000 | -5.390000 | 594.565215 |
| CTEK | 13 | -1.760000 | 500.630000 | -33.370000 | -6.250000 | 533.999999 |
| Essity B | 2 | 0.900000 | 539.200000 | -34.800000 | -6.060000 | 574.000000 |
| Vivesto | 1368 | 1.980000 | 564.980000 | -48.020000 | -7.830000 | 612.999432 |
| Sampo Oyj SDB | 7 | 0.560000 | 3801.000000 | -49.000000 | -1.270000 | 3850.000000 |
| Essity A | 4 | 1.120000 | 1086.000000 | -63.000000 | -5.480000 | 1149.000000 |
| Fasadgruppen Group | 35 | 1.330000 | 3738.000000 | -73.000000 | -1.920000 | 3810.999990 |
| Beijer Electronics Group | 26 | 3.180000 | 2870.400000 | -100.600000 | -3.390000 | 2971.000006 |
| OX2 | 18 | 1.250000 | 1463.400000 | -200.600000 | -12.060000 | 1663.999992 |
| Axfood | 13 | 1.540000 | 3520.400000 | -235.600000 | -6.270000 | 3756.000001 |
| Ovzon | 52 | -2.060000 | 2724.800000 | -637.200000 | -18.950000 | 3361.999992 |
| TOTAL | 46044.330000 | -844.240000 | -2.442% | 46888.564618 |
Updated:¶
'2023-01-30 12:24:02.938741'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
